and services. Build and maintain lists of qualified leads using Salesforce. Use outbound strategies such as cold calling, social... engaged. Record all interactions and lead progress within Salesforce to ensure a complete and accurate pipeline view. 4...
problems to Tier II with detailed case notes. Maintain documentation accuracy and quality within Salesforce. Educate... with Salesforce or similar CRM tools, strongly preferred. Basic Excel knowledge and comfort with technical documentation...
and services. Build and maintain lists of qualified leads using Salesforce. Use outbound strategies such as cold calling, social... engaged. Record all interactions and lead progress within Salesforce to ensure a complete and accurate pipeline view. 4...
with rigor; apply structured methodologies like MEDDPICC and leverage tools (Salesforce, Clari, Gong, Demandbase) to drive... Salesforce, Clari, Gong, Demandbase, and other digital selling tools to drive efficiency and insight. #LI-FH1 Additional...
and in a timely and professional manner * Daily log and accurately maintain CRM (Salesforce) In conjunction with their colleagues... of Salesforce (Contact Management System) preferable but not essential. Experience in renewals inbound & outbound. Positive...
calls and maintain reports in Salesforce. Prepare and maintain annual account and portfolio plans. Ensure KYC... systems and Salesforce CRM. Maintenance of Job Description Reviewed periodically by the line manager and role holder...
, and channel ROI. Develop and maintain various data models (source including Salesforce, Marketing Cloud, Google Analytics..., Facebook). Close the loop via reverse-ETL/Salesforce so scores are used in routing, campaigns, and advisor workflows. Create...
and aspirations. You'll input data into Salesforce, including the generation of work orders. You'll ensure the accuracy... of all information which progresses through Salesforce and where required interrogate systems and engage with stakeholders to amend...
: Keeping detailed logs of conversations and appointment schedules and updating both enterprise and salesforce. Follow-ups... with the BDM’s and update records when sale closed. Qualifications B2B lead generation experience Salesforce experience...